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Home Mf Research Axis Large Cap Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Large Cap Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Large Cap

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,031.59 +3.16%
Two Week 2026-10-19 ₹1,000.00 ₹1,023.86 +2.39%
One Month 2026-10-05 ₹1,000.00 ₹1,033.40 +3.34%
Three Months 2026-08-04 ₹3,000.00 ₹2,967.08 -1.10%
Six Months 2026-05-06 ₹6,000.00 ₹5,986.28 -0.23%
One Year 2025-11-03 ₹12,000.00 ₹11,903.10 -0.81%
Three Year 2023-11-03 ₹36,000.00 ₹36,796.06 +2.21%
Five Year 2021-11-03 ₹60,000.00 ₹69,155.32 +15.26%
Ten Year 2016-11-04 ₹120,000.00 ₹196,790.29 +63.99%
Since Inception 2010-01-05 ₹205,000.00 ₹571,521.05 +178.79%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 25.03%
Finance 8.79%
Pharmaceuticals & Biotechnology 7.74%
Automobiles 7.24%
Other 5.91%
Retailing 5.44%
Telecom - Services 5.07%
IT - Software 4.66%
Construction 3.26%
Petroleum Products 3.25%
Consumer Durables 3.20%
Healthcare Services 3.15%
Chemicals & Petrochemicals 2.92%
Cement & Cement Products 2.71%
Transport Services 2.64%
Leisure Services 1.93%
Auto Components 1.52%
Beverages 1.45%
Electrical Equipment 0.97%
Agricultural Food & Other Products 0.95%
Food Products 0.76%
Industrial Products 0.52%
Aerospace & Defense 0.52%
Capital Markets 0.37%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 9.29%
HDFC Bank Limited 8.25%
Bharti Airtel Limited 5.07%
Bajaj Finance Limited 4.94%
Eternal Limited 4.27%
Mahindra & Mahindra Limited 3.85%
Larsen & Toubro Limited 3.26%
Reliance Industries Limited 3.25%
Axis Bank Limited 3.23%
Apollo Hospitals Enterprise Limited 2.91%
Titan Company Limited 2.88%
Kotak Mahindra Bank Limited 2.74%
Divi's Laboratories Limited 2.72%
InterGlobe Aviation Limited 2.64%
Sun Pharmaceutical Industries Limited 2.56%
UltraTech Cement Limited 2.18%
Cholamandalam Investment and Finance Company Ltd 1.99%
The Indian Hotels Company Limited 1.93%
Shriram Finance Limited 1.86%
Pidilite Industries Limited 1.85%
TVS Motor Company Limited 1.78%
Infosys Limited 1.57%
State Bank of India 1.52%
Samvardhana Motherson International Limited 1.52%
Hyundai Motor India Ltd 1.45%
Tech Mahindra Limited 1.34%
Torrent Pharmaceuticals Limited 1.29%
Solar Industries India Limited 1.07%
Cipla Limited 1.04%
United Spirits Limited 1.02%
CG Power and Industrial Solutions Limited 0.97%
Tata Consumer Products Limited 0.95%
HCL Technologies Limited 0.93%
Tata Consultancy Services Limited 0.82%
Britannia Industries Limited 0.76%
Trent Limited 0.71%
Grasim Industries Limited 0.53%
Cummins India Limited 0.52%
Bharat Electronics Limited 0.52%
Avenue Supermarts Limited 0.46%
Varun Beverages Limited 0.43%
LG Electronics India Ltd 0.32%
Max Healthcare Institute Limited 0.24%
National Stock Exchange Of India Ltd 0.22%
Maruti Suzuki India Limited 0.16%
SBI Funds Management Limited 0.15%
Dr. Reddy's Laboratories Limited 0.13%
Axis Money Market Fund - Direct Plan - Growth Option 1.25%
Clearing Corporation of India Ltd 4.10%
Net Receivables / (Payables) 0.56%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.05%
Return volatility
β
Beta
0.92
Benchmark sensitivity
S
Sharpe Ratio
-0.14
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Taurus Large Cap Fund - Regular Plan - Growth 4.38% 14.05% 10.72%
Parag Parikh Large Cap Fund - Regular Plan - Growth 0.00% 0.00% -8.87%
Jioblackrock Large Cap Fund - Regular Plan - Growth 0.00% 0.00% -24.05%
Quant Large Cap Fund - Regular Plan - Growth -0.58% 11.74% 10.61%
Invesco India Large Cap Fund - Regular Plan - Growth -1.96% 12.44% 11.96%
Bank Of India Large Cap Fund - Regular Plan - Growth -2.78% 10.32% 9.31%
Baroda Bnp Paribas Large Cap Fund - Regular Plan - Growth -3.58% 10.37% 14.88%
Bajaj Finserv Large Cap Fund - Regular Plan - Growth -4.05% 0.00% -0.78%
HSBC Large Cap Fund - Regular Plan - Growth -4.29% 9.27% 17.40%
SBI Large Cap Fund - Regular Plan - Growth -4.65% 8.75% 11.19%

Returns are historical and do not guarantee future performance.

View All Equity Large Cap Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver Fund Of Fund - Regular Plan - Growth 22.28% 33.75% 31.20%
Axis Silver ETF - Regular Plan - Growth 20.47% 34.69% 31.53%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.34% 30.44% 29.72%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold ETF - Regular Plan - Growth 12.66% 29.53% -16.58%
Axis Nifty Healthcare ETF - Regular Plan - Growth 12.28% 20.57% 13.54%
Axis Gold Fund - Regular Plan - Growth 11.79% 28.87% 9.51%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 6.90% 0.00% 16.14%
Axis Greater China Equity Fund Of Fund - Regular Plan - Growth 6.72% 16.84% 1.09%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large cap companies including derivatives. There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.78%
Expense Ratio (Direct)
0.94%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 100 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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